Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Apr 24, 2023

Throwback: Tales from Tax Season

Topic:

How to deliver value when having tax conversations with clients.

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Apr 17, 2023

The Advisor who refuses to pay the IRS with guest Aaron Erişkin

Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.

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Apr 10, 2023

Help that every client needs with Danny Lohrfink

Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?

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Apr 03, 2023

When your passion transforms the industry with Sheryl Rowling

Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)

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Mar 27, 2023

But am I even allowed to do tax planning? With Leila Shaver

This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.

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Mar 20, 2023

Getting Personal and Fixing Money with Derek Notman

Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.

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Mar 13, 2023

“Can we just make getting tax returns a requirement?” With Jeremy Straub

Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.

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Mar 06, 2023

Tech in the Financial Planning World with Adam Holt

Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.

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Feb 27, 2023

You did a Roth conversion for how much!?!

Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.

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Feb 13, 2023

Iterating on tax planning

Where ever you currently are with tax planning, keep iterating.

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